Running it

Select a Project from one of the Project screens. Optionally select one or more Opportunities from the Projects detail screen
Invoke the template from the shortcut described above
Check that the right project is selected and choose which detail sections to include in the briefing
Click the "Create Doc" button

Productivity Pack for Siebel

Your data is secure: the user must be logged on to Siebel

A Word document is created, named, saved and optionally attached to an email. Add "To's" and "CC's" and send the email

The Word document can also be saved into the Siebel Project or Account to record a snapshot of the status of the Project.